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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,793 | $72,486+26.6% | $87,103+5.4% | $72,976+25.8% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.9%-7.2pp | 69.5%+0.2pp |
| Annual return | 19.81% | 24.46%-4.6pp | 28.19%-8.4pp | 81.02%-61.2pp |
| Employer contribution / active EE | $2,341 | $1,894+23.6% | $2,521-7.2% | $2,440-4.1% |
| Participant deferral / active EE | $4,229 | $3,270+29.3% | $4,049+4.4% | $3,608+17.2% |
| Admin fee / account holder | $943 | $5,055-81.4% | $7,491-87.4% | $5,124-81.6% |